See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,937 | $97,744-43.8% | $103,476-46.9% | $145,922-62.4% |
| Participation rate | 78.6% | 81.1%-2.5pp | 80.5%-1.9pp | 80.3%-1.7pp |
| Annual return | 14.92% | 25.41%-10.5pp | 23.90%-9.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,834 | $4,677+3.4% | $4,672+3.5% | $4,660+3.7% |
| Participant deferral / active EE | $5,616 | $6,603-15.0% | $6,623-15.2% | $6,688-16.0% |
| Admin fee / account holder | $12,805 | $12,515+2.3% | $9,413+36.0% | $13,397-4.4% |